Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPLNX (PERKINS LARGE CAP VALUE FUND CLASS N) | NA | -49.57% | -21.78% | -10.21% | NA | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPLNX (PERKINS LARGE CAP VALUE FUND CLASS N) | 06/04/2012 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -64.90 | -49.57 | -21.78 | -10.21 | NA | NA | NA | … | … | -59.63 | 1.18 | 26.57 | -8.49 | 14.69 | 12.30 | -3.28 | 11.17 | 27.21 | 12.99 |
| Sharpe Ratio | NA | -0.46 | -0.35 | -0.21 | NA | NA | NA | … | … | -0.51 | 0.03 | 2.44 | -0.71 | 2.29 | 0.94 | -0.23 | 1.08 | 2.67 | 2.07 |
| Standard Deviation(%) | NA | 106.81 | 64.76 | 50.61 | NA | NA | NA | … | … | 184.44 | 36.37 | 10.31 | 13.92 | 6.17 | 12.79 | 14.24 | 10.29 | 10.17 | 11.51 |
| Draw Down(%) | NA | 65.13 | 65.13 | 65.13 | NA | NA | NA | … | … | 65.13 | 37.56 | 5.54 | 18.01 | 3.42 | 8.68 | 11.73 | 7.84 | 4.79 | 6.32 |
| Yield(%) | 0.00 | 7.01 | 8.23 | 9.47 | 9.21 | 6.14 | 4.61 | … | … | 0.00 | 5.67 | 4.96 | 15.32 | 14.36 | 9.34 | 5.20 | 7.42 | 12.23 | 4.01 |
Data as of 04/30/2021, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPLNX (PERKINS LARGE CAP VALUE FUND CLASS N) |
-2.18%
Mar 2017 – Mar 2020 |
1.28%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPLNX (PERKINS LARGE CAP VALUE FUND CLASS N) |
14.07%
Jul 2012 – Jul 2015 |
12.11%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart